HWA
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HHM Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

HHM Wealth Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-589
Closed -$13.5K – 931
2026
Q1 		$13.5K Hold
589
– – ﹤0.01% 578
2025
Q4 		$13.5K Hold
589
– – ﹤0.01% 567
2025
Q3 		$13.5K Hold
589
– – ﹤0.01% 582
2025
Q2 		$13.5K Hold
589
– – ﹤0.01% 566
2025
Q1 		$13.5K Hold
589
– – ﹤0.01% 557
2024
Q4 		$13.4K Hold
589
– – ﹤0.01% 555
2024
Q3 		$13.6K Hold
589
– – ﹤0.01% 518
2024
Q2 		$13.3K Hold
589
– – ﹤0.01% 512
2024
Q1 		$13.4K Hold
589
– – ﹤0.01% 478
2023
Q4 		$13.5K Hold
589
– – ﹤0.01% 469
2023
Q3 		$13.2K Hold
589
– – ﹤0.01% 461
2023
Q2 		$13.3K Buy
+589
New +$13.5K ﹤0.01% 477

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

HHM Wealth Advisors's IBTG Position: Q2 2026 in Review

HHM Wealth Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 589 shares — an estimated $13.5K sold.

HHM Wealth Advisors first reported a position in IBTG in Q2 2023 and held it in 12 quarters. The position peaked at $13.6K in Q3 2024. 119 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • HHM Wealth Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 589 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $13.5K.
  • HHM Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and held it in 12 quarters.
  • HHM Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $13.6K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.